Zapier - How to Automate your Business and Gain Efficiency
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Zapier - How to Automate your Business and Gain Efficiency

Stop wasting time with repetitive tasks, automate your processes and increase processes efficiency and consistency.
4.8 (5 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
35 students enrolled
Created by Mauricio Aizawa
Last updated 9/2017
English
Current price: $10 Original price: $45 Discount: 78% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 3 hours on-demand video
  • 1 Article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • How to use Zapier to automate business processes
  • Understand Zapier functionalities and how to use it
  • How to organize your Zaps
  • How to troubleshot transactions passing through Zapier
  • See real examples like webinar registration, keep your Facebook photos save on Dropbox, add all payment transaction from Stripe to a Google Spreadsheet.
View Curriculum
Requirements
  • Get your login details for the applications you want to connect with Zapier
  • Basic understanding about the processes you want to automate
Description

Are you tired to waste time managing information from one system to another? Double checking if all data was entered right? Dealing with the results of wrong data in your applications? Or the worse, relying repetitive tasks to employees that could be working in valuable tasks.

On the daily basis we are increasing the number of applications we use to make our business run better and more productive. Specific applications like e-commerce, marketing automation, communication, social media, CRM, ERP, project management and so much more are required to make our business faster.

The big challenge is to make this applications talk and work seamless. 

Stop wasting time now and learn how to automate your business with Zapier.

Hi, I’m Mauricio, an experienced marketing automation professional determined to help SMBs increase their results and save time with amazing automations and integrations.

I created this course to help business owners, consultants, managers and everyone that wants to automate repetitive tasks with Zapier to increase daily efficiency and get much better results.

In this course you'll learn how to:

  • Use Zapier to automate your business and why not personal life
  • Relevant aspects of Zapier functionalities to start creating your own automations
  • Be inspired by some real Zapier automation explained in details
  • Learn how to use multi-step Zapier to automate more than 2 applications
  • How to troubleshot your automations and track any transaction

Even if you are a beginner or never used Zapier before, you will learn how to start with and I'll share some practical insights of real world situations.

Who is the target audience?
  • business owners, consultants, managers and everyone that wants to automate repetitive tasks with Zapier and increase the daily efficiency
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Curriculum For This Course
33 Lectures
03:13:44
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Introducing Zapier
3 Lectures 11:43

Are you tired to waste time managing information from one system to another? Double checking if all data was entered right? Dealing with the results of wrong data in your applications? Or the worse, relying repetitive tasks to employees that might be working in other valuable tasks.

On the daily basis we are increasing the number of applications we use to make our business run better and faster. Specific applications like e-commerce, marketing automation, communication tools, social media, CRM/ERP, project management and productivity systems like google sheet, task management and so much more.

We use these tools as it helps us to gain productivity, but the big challenge is how to make these applications to talk to each other and work seamless in business processes.

It is a common issue for many companies: to handle business data across different systems.

Some companies hire developers to create custom integrations and invest lots of money to maintain these custom solutions.

You and your team can have a much better life, save time and increase processes efficiency automating tasks in a simpler way using Zapier.

Stop wasting time now and learn how to automate your business using Zapier.

My name is Mauricio Aizawa and I am an experienced marketing automation specialist and entrepreneur.

I created this course to help business owners, consultants, managers and everyone who wants to automate repetitive tasks, increase daily efficiency and get better results.

I already mplementeded Zapier for many clients, so I shared in this course what I use in real practical life.

In this course you'll learn:

- How to use Zapier to automate your business and personal life

- I’ll teach you the relevant aspects of Zapier functionalities to start creating your own automations

- I’ll guide through some real Zapier automation examples explaining step by step. This will be an important part as you will be able to see how to build zaps from scratch and use it as a base to create your own.

- I’ll show you how to use multi-step Zapier to automate 2 or more applications

- And you will learn how to troubleshot your automations and track any transaction

Even if you are a beginner or never used Zapier before, don't worry, the course is step by step and you will learn how to start automating systems with no development code skills and at the end you will be capable to do everything by yourself.

Let me show you now what clients says about my work and myself.

Thanks for watching this video and if you are serious about.to gain productivity, Click in the "Take this course" button now and enjoy the course.

As a way to inspire you for the many possibilities Zapier provides, I want to give you an extra special bonus. I’ll include a special material if you join the course today listing 100 opportunities to use Zapier to gain more productivity. This material will definitely help opening your mind for the many oportunities to improve your business and personal life.

Click in the "Take this course" button now and see you inside.

Preview 05:03

Welcome to the Zapier Course. Mauricio Aizawa is the instructor for this training and will guide you through all classes on the development of your Zapier skills. Please leave your comments and questions to receive assistance.

Welcome and What is Zapier?
04:24

In this class you will learn how to create your free Zapier account to start your exercises and automations.

Signing up with Zapier
02:16
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Getting to Know Zapier
8 Lectures 34:29

In this class you will learn more about Zapier apps available and Zapier Explore section. You will understand how to explore details of each app like triggers, actions and searches. It is a great opportunity to visualize automations suggestions between apps. Just pick up your favorite apps and see suggestions provided by Zapier. Do you use heavily Twitter, Evernote, Trello, Asana, Todoist, Stripe, Google Sheet or other apps? Just select some of your favorite apps and check recommendations.

Explore
05:20

In this class you will learn how to create your first Zap and the basic configurations you need to understand to setup Zapier properly.

Zaps
04:56

In this class you will learn how Zapier task history works and how easy is to check past history transactions. Task history is an important area of Zapier to validate whether automations are working and transactions are flowing properly. Use Zapier task history section for auditing. Search for transactions is powerful and easy.

Task History
01:48

In this class you will learn how to connect your favorite app account on Zapier. Security is an important aspect of the integration and Zapier follow security guidelines of each app.

Connected Accounts
05:15

In this class you will learn about important aspects of Zapier settings section and understand how to configure your billing, timezone and alert preferences. 

Settings
03:11

In this class you will lean the differences of each Zapier price plans available.
You will understand the characteristics to choose the best plan for your need. You can keep using free version after the trial period. Just be aware of the Zapier limitation of free plan.

Pricing
04:30

In this class you will learn in a more detail way about triggers and actions. This is an important concept of Zapier as it is the core of all Zaps. Learn with a real example how to integrate Google Sheet with Trello and identify the different actions and triggers provided by each app. 

Preview 07:45

In this class you will learn about what is Zapier standard, premium and beta apps and how this restrict your ability to create zaps (if you are running a free plan).

Standard and Premium Apps
01:44
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Creating your first Zap
2 Lectures 16:10

In this class you will learn in detail step by step how to create your first zap. The zap will be created from scratch integrating Gmail and Todoist for a quick email follow up task.

Labeling Gmail’s email and add as a task in TodoIst
10:44

In this class you will learn how to automate your marketing activities and save time posting in different social media. The automation, used as an example, integrate RSS and Linkedin. Every time a new post is published at the website, the content is automatically shared to Linkedin. Use this as a baseline and add more social networks in your zap.

New RSS Feed and Post it on Linkedin
05:26
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Creating a Multi-Step Zap
4 Lectures 30:44

In this class you will learn the benefits and examples of multi-step Zapier to create more sophisticated workflows. You will see an example of how your marketing team can receive notifications when new submitted surveys happen and another example of how to automate your training business (From a financial payments from Stripe, feed an Google sheet report, send email to the team, update the client record at Salesforce and grant access to the client at NewKajabi)

What is Multi-step Zapier?
03:09

In this class you will see the setup of a multi-step Zapier step by step and how Zapier can be powerful to automate your email follow up with your team. (Gmail + TodoIst + Slack)

Creating a Multi-step Zapier
05:37

In this class you will learn how to use the powerful search functionality to search information in apps. You will learn how to feed a Google sheet with contact information from other system. If the contact does not exist in the Google Sheet list, Zapier will create automatically. If exist, it will update the information with the most recent data.


Searches
10:21

In this class you will learn how to use Zapier filters to setup business conditions. Based on filters you can define rules and conditions to avoid the execution of specific workflows.

Preview 11:37
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Validating and Troubleshooting your Zaps
3 Lectures 14:32

In this class you will learn how to make sure your Zapier configurations and basic requirements are ready to go. This basic validation will guide you during the setup and tests. 

How to Validate Everything is working fine?
03:27

In this class you will learn how to track any transaction status and its details using Zapier transaction history section. This is a great way to audit your workflow and check if all information is flowing as expected. You will understand how to go deep in each transaction and use the powerful filters to find what you are looking for.

Using Task History and Filters
05:17

In this class you will learn how to search for specific transactions in your Zaps. Let's say you want to find transactions of one specific customer based on a customer's email you have. Just do a search based on email and find all transactions that contains this email. You will also understand how Zapier replay feature work in case you need to retry one specific transaction

Power of search and AutoReplay
05:48
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How to Organize your Zaps
4 Lectures 10:21

In this class you will learn about Zapier draft zap and how this nice feature help to avoid worrying to lose Zapier configurations. You can start crafting your Zapier integrations and everything is being saved as a draft zap.


Draft Zap - enable and disable
03:00

In this class you will learn how to use Zapier folders to organize your zaps and keep everything oganized. As much as you start getting results, you and your team will start creating many zaps. So important as define great zaps, is to maintain them organized for future maintenance.

Managing folders
01:39

In this class you will learn how to keep your Zapier account organized in folders. Learn how to rename and move zaps among folders.

Move / Rename Zaps
01:25

In this class you will learn how to use duplication feature to quickly create new zaps for tests or as a baseline for new ones. This is a time saving feature that you should learn.

Duplicating / Delete
04:17
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Zapier Built in Apps
1 Lecture 10:28

In this class you will learn an overview of Zapier built in apps. These tools are useful to transform data and parse information during your workflows. Learn now what you can do with these standard built in apps.

Overview (Code /Email Parser /Email /Imap /Push /Rss /Schedule /Weather /Webhook
10:28
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Examples of Real Integrations (Step by Step)
8 Lectures 01:05:18

In this class you will learn how to automate and publish all survey submissions from Typeform to a Google Spreadsheet using Zapier. Use the learnings of this class to re-think your processes. You can replace used systems presented in this class for others like (Stripe, Paypal, SalesForce, Pipedrive, ActiveCampaign), etc.

Preview 10:12

In this class you will learn how to setup step by step the Zapier Google Sheet find row functionality. This is really useful when you have Google Sheet list and want to keep it with latest update. 

Find rows in Google Spreadsheet
11:38

In this class you will learn how to use Zapier to copy all photos you uploaded to Dropbox and send it to Facebook photos automatically. You can use Zapier to create photo backups and keep your information and photos safe.

Upload Dropbox photos to Facebook
09:42

In this class you will learn how to use Zapier to integrate Facebook LeadAds with ActiveCampaign. Facebook LeadAd is one of lead generation campaign available at Facebook Ads and provide a interesting way to capture emails.

Sending Leads from Facebook LeadAds to ActiveCampaign
08:43

In this class you will learn how to integrate your Gotowebinar account and send all registrants direct to your preferred email marketing software like Mailchimp, Drip, Aweber, etc. This is a powerful integration to send your contacts the right message.

Sending new Gotowebinar registrants to Mailchimp
08:16

In this class you will learn how to integrate Stripe with Google sheet using Zapier. Learn the important characteristics of Stripe triggers and generate the report your company need. Not only for sales, but refund, charge, subscription, cancellation, etc.

Track your Stripe sales in a Google Sheet
10:59

In this class you will learn how to use Zapier to save time creating new tasks manually. Automate your Slack communication creating tasks at your favorite task app with just one click. You will understand why I use Evernote for task management in this video.

How to automate task creation from a message using Slack and Evernote (new)
05:45

In this bonus you will learn 100 ideas to use Zapier and improve your business processes. This material will help opening your mind for new automation possibilities.

BONUS MATERIAL: 100 Ideas to Improve your Daily Life with Zapier
00:03
About the Instructor
Mauricio Aizawa
4.7 Average rating
5 Reviews
35 Students
1 Course
Entrepreneur and Marketing Automation Specialist

Hi, I’m Mauricio Aizawa, an experienced marketing automation professional and entrepreneur determined to help SMBs increase their results and save time with amazing automations and integrations using ActiveCampaign and Zapier.

I am also fan of productivity and organization topics, I am an Evernote Business Certified Consultant helping companies and individuals how to use Evernote to improve workflows.